See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,310 | $168,632-22.1% | $147,614-11.0% | $125,391+4.7% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | 3.54% | 77.65%-74.1pp | 61.98%-58.4pp | 282.22%-278.7pp |
| Employer contribution / active EE | $5,895 | $6,252-5.7% | $5,564+5.9% | $4,866+21.1% |
| Participant deferral / active EE | $5,551 | $5,507+0.8% | $4,895+13.4% | $5,352+3.7% |
| Admin fee / account holder | $20 | $13,580-99.9% | $11,611-99.8% | $9,540-99.8% |